Next Financial Group’s EPR Properties EPR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $1K | Buy |
+21
| New | +$1K | ﹤0.01% | 2723 |
|
|
2020
Q4 | – | Sell |
-200
| Closed | -$6K | – | 2360 |
|
|
2020
Q3 | $6K | Buy |
+200
| New | +$6K | ﹤0.01% | 1773 |
|
|
2020
Q2 | – | Sell |
-200
| Closed | -$5K | – | 960 |
|
|
2020
Q1 | $5K | Hold |
200
| – | – | ﹤0.01% | 1702 |
|
|
2019
Q4 | $14K | Hold |
200
| – | – | ﹤0.01% | 1640 |
|
|
2019
Q3 | $15K | Sell |
200
-19
| -9% | -$1.43K | ﹤0.01% | 1548 |
|
|
2019
Q2 | $16K | Hold |
219
| – | – | ﹤0.01% | 1538 |
|
|
2019
Q1 | $17K | Buy |
219
+1
| +0.5% | +$78 | ﹤0.01% | 998 |
|
|
2018
Q4 | $14K | Hold |
218
| – | – | ﹤0.01% | 1221 |
|
|
2018
Q3 | $15K | Buy |
+218
| New | +$15K | 0.01% | 871 |
|
|
2017
Q4 | – | Sell |
-210
| Closed | -$15K | – | 567 |
|
|
2017
Q3 | $15K | Sell |
210
-83
| -28% | -$5.93K | ﹤0.01% | 1065 |
|
|
2017
Q2 | $21K | Sell |
293
-203
| -41% | -$14.5K | 0.01% | 1053 |
|
|
2017
Q1 | $36K | Buy |
496
+34
| +7% | +$2.47K | 0.01% | 825 |
|
|
2016
Q4 | $33K | Hold |
462
| – | – | 0.01% | 1124 |
|
|
2016
Q3 | $36K | Buy |
462
+362
| +362% | +$28.2K | 0.01% | 1090 |
|
|
2016
Q2 | $8K | Hold |
100
| – | – | ﹤0.01% | 1271 |
|
|
2016
Q1 | $6K | Hold |
100
| – | – | ﹤0.01% | 1317 |
|
|
2015
Q4 | $5K | Hold |
100
| – | – | ﹤0.01% | 1375 |
|
|
2015
Q3 | $5K | Hold |
100
| – | – | ﹤0.01% | 1412 |
|
|
2015
Q2 | $5K | Hold |
100
| – | – | ﹤0.01% | 1469 |
|
|
2015
Q1 | $6K | Sell |
100
-165
| -62% | -$9.9K | ﹤0.01% | 1420 |
|
|
2014
Q4 | $15K | Sell |
265
-1,299
| -83% | -$73.5K | 0.01% | 1089 |
|
|
2014
Q3 | $79K | Sell |
1,564
-288
| -16% | -$14.5K | 0.02% | 738 |
|
|
2014
Q2 | $101K | Buy |
+1,852
| New | +$101K | 0.05% | 235 |
|